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Helium Advisors’s Salesforce CRM Stock Holding History

Helium Advisors’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$304K Sell
1,113
-14
-1% -$3.82K 0.19% 79
2025
Q1 		$303K Buy
1,127
+45
+4% +$12.1K 0.22% 68
2024
Q4 		$362K Buy
+1,082
New +$362K 0.29% 61